| Activity | AD4550 Pension Administration |
| Records Series | 30 - Individual Pension Record |
| OPR | Pension and Insurance |
| Description | Records document the administration of an individuals pension from Queen's University. Example documents: Pension enrollment card, beneficiaries nomination and changes, declaration of marital status sheets, copy of court orders, election of options, pension statements, Advice of Death Payout Certificate of Authorization, add/change notices, salary change notices, change of affiliation status memo. |
| Retention Trigger | Termination of employment. |
| Total Retention | 100 years |
| Final Action | D |
| Disposition Plan | |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | PIB |
| Vital Records | Yes |
This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.
GLOSSARY
- AR = Transfer to Archives
- AY = End of Academic Year
- CO = Continuous OVerwrite
- CY = End of Calendar Year
- D = Destroy / Delete
- DP = Special Disposition Plan
- FY = End of Fiscal Year
- OPR = Office of Primary Responsibility
- PIB = Personal Information Bank
Printed on Friday, Apr 19 2024